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Smartleaf Asset Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Smartleaf Asset Management’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.38K Hold
168
– – ﹤0.01% 2715
2025
Q4 		$4.61K Hold
168
– – ﹤0.01% 2735
2025
Q3 		$4.58K Hold
168
– – ﹤0.01% 2403
2025
Q2 		$4.34K Buy
+168
New +$4.07K ﹤0.01% 2099

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smartleaf Asset Management's CHGX Position: Q1 2026 in Review

Smartleaf Asset Management held its AXS Change Finance ESG ETF (CHGX) position steady in Q1 2026 at 168 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Smartleaf Asset Management first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.61K in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Smartleaf Asset Management held 168 shares of AXS Change Finance ESG ETF worth $4.38K as of Q1 2026.
  • Smartleaf Asset Management left its AXS Change Finance ESG ETF share count unchanged in Q1 2026.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2715 holding.
  • Smartleaf Asset Management first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's AXS Change Finance ESG ETF position peaked at $4.61K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.